Create a template by saving a form

Save a populated form as a template.

Before you begin

Toggle the template bar so it is visible on forms.

Role required: admin

Procedure

1. Navigate to a form.

2. Complete the form as it should appear when a user applies the template.

3. In the template bar, click the plus icon (+).

1. Enter a descriptive name to make it easy for a user to select the correct template.

2. Make any additional changes as needed.

3. Click Save.

Parent Topic:Using form templates

Related topics

Create a template using the Template form

Create templates for related task records

Schedule record creation from a template

Create a module for a template

Template bar

Toggle the template bar

Scripted templates

ACL rule types